Added to YB: 2026-01-27
Pitch date: 2026-01-24
LKNCY [neutral]
Luckin Coffee Inc.
+16.71%
current return
Author Info
No bio for this author
Company Info
Luckin Coffee Inc. offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.
Market Cap
$74.6B
Pitch Price
$33.15
Price Target
43.45 (+12%)
Dividend
N/A
EV/EBITDA
4.34
P/E
19.25
EV/Sales
1.61
Sector
Hotels, Restaurants and Leisure
Category
growth
Luckin Coffee Inc. (OTC: LKNCY)
LKNCY: China's largest coffee chain with double-digit revenue growth, secured hundreds of thousands tons of bean contracts supporting ~$11B annual sales vs current $6B revenue. Vertical integration from bean processing to roasting (100K+ tons capacity planned) enhances margins & scalability. Trades 1.7-2x P/S vs SBUX's 3-4x during growth phases despite strong fundamentals. Risks: competition, execution, legacy reputation concerns.
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